CROSS-CATEGORY: Four Major Consultancies Publish SaaS Disruption Analysis in Same Window — Oliver Wyman, BCG, Chargebee, and Sequoia All Converge on Business Model Collapse

Multiple Sources·high signal

In a rare convergence, Oliver Wyman (SaaS valuations repriced), BCG ($3T+ opportunity requires abandoning SaaS playbook), Chargebee (business model debt is the real threat), and Sequoia ($10T services market now addressable) all published analysis reaching the same conclusion: the threat isn't AI competitors — it's that seat-based, feature-differentiated SaaS economics are structurally broken. When the investor class (Sequoia), strategy consultancies (Oliver Wyman, BCG), and billing infrastructure providers (Chargebee) independently converge on the same thesis, builders should treat business model innovation as urgent, not optional.